shuinu9870 shuinu9870 shuinu9870 更多一手调研纪要和研报数据加V： 更多一手调研纪要和研报数据加V： 更多一手调研纪要和研报数据加V： 更多资料加入知识星球：水木调研纪要 关注公众号：水木纪要 shuinu9870 2Q25 Asia IG Current/YTD Base Bull Base Bear Spread Forecast 78 80 70 93 135 Excess Return Forecast 0.3% 1.2% 0.0% -2.3% Total Return Forecast 6.1% 10.4% 9.2% 6.9% 4Q25 更多一手调研纪要和研报数据加V： Source: Bloomberg, Morgan Stanley Research forecasts shuinu9870 shuinu9870 更多一手调研纪要和研报数据加V： M Foundation 2025 Asia Credit Outlook | Asia Pacific November 27, 2024 10:03 AM GMT The End of Spread Compress ...

November 19, 2024 08:00 PM GMT M Update Greater China Semiconductors | Asia Pacific Data NOW: GigaDevice MCU Spot Price vs. MCU Companies' Share Prices Data NOW highlights specific data points that reflect an important relationship for the fundamentals of a company. We focus on GigaDevice MCU's spot price in the channel market vs. MCU companies' share prices. Preliminary Nov-24 pricing is flat M/M. Exhibit 1: Gigadevice MCU spot market price vs. MCU companies' share price performance 100 150 200 250 300 350 ...

Xiaomi (1810) Overweight 1810.HK, 1810 HK EV momentum stronger; Core earnings resilient, with some uptick in hardware GMs; raise PT to HK$34 Xiaomi's 3Q earnings momentum continues to remain strong, with core revenues growing 17% YoY, and EV losses also narrowing. Key highlights were: (1) EV targets for 2024 raised to 130k units, on stronger execution and continued demand, (2) IoT GMs continue to see upside, helping to drive segment GM above 20% for the first time, and (3) Continued strong growth in premium ...

14 Nov 2024 22:02:43 ET │ 29 pages Fund Flow Insights US Continues to Lead in Flows and Performance CITI'S TAKE US$53.2bn inflows into equity funds — In the week ended 13 Nov, bond funds and equity funds attracted US$2.8bn and US$53.2bn, respectively. It's a second week of massive inflows into US ETFs, up to US$52.2bn. Global funds also recorded US$6.8bn of inflows. European funds, however, suffered US$3.1bn of redemptions. MSCI US was the only positive major index during the week, up 1.1%. A strong dollar ...

M Update November 15, 2024 01:21 PM GMT Loar Holdings Inc | North America Continuing to Execute on its Growth Strategy | --- | --- | --- | |----------------------------------------------|--------|--------| | What's Changed \nLoar Holdings Inc (LOAR.N) | From | To | | Price Target | $75.00 | $89.00 | Unchanged Modest upside Modest revision lower Impact to our investment thesis Financial results versus consensus Impact to next 12-month consensus EPS We see the move lower in the stock as largely overdone as gr ...

M Idea Friday Finish – US Economics | North America November 15, 2024 09:13 PM GMT Morgan Stanley & Co. LLC Seth B Carpenter Chief Global Economist Seth.Carpenter@morganstanley.com +1 212 761-0370 Sam D Coffin Economist Sam.Coffin@morganstanley.com +1 212 761-4630 Diego Anzoategui Economist Diego.Anzoategui@morganstanley.com +1 212 761-8573 Lenoy Dujon US/Canada Economist Lenoy.Dujon@morganstanley.com +1 212 761-2779 Heather Berger Economist Heather.Berger@morganstanley.com +1 212 761-2296 The Noise Continu ...

shuinu9870 shuinu9870 shuinu9870 更多一手调研纪要和研报数据加V： 更多一手调研纪要和研报数据加V： 更多一手调研纪要和研报数据加V： 本文档仅供上海信鱼私募基金管理有限公司18860455898研究使用，请勿外传 更多资料加入知识星球：水木调研纪要 关注公众号：水木纪要 shuinu9870 shuinu9870 Timothy Zhao +852-2978-2673 | timothy.zhao@gs.com Goldman Sachs (Asia) L.L.C. Ronald Keung, CFA +852-2978-0856 | ronald.keung@gs.com Goldman Sachs (Asia) L.L.C. Eunice Liu +852-2978-7472 | eunice.liu@gs.com Goldman Sachs (Asia) L.L.C. 更多一手调研纪要和研报数据加V： shuinu9870 shuinu9870 更多一手调研纪要和研报数据加V： 12 November 2024 | 2:19AM HKT Xiaomi Corp. (18 ...

更多资料加入知识星球：水木调研纪要 关注公众号：水木纪要 M Foundation | --- | --- | --- | --- | --- | --- | |---------------------------------------------------------------------------------------------|-----------------------------------------------|-------|--------------------------------------------------------------------------------------------------------------------------------------------|-------|----------------------------------------------------------------------------------------| | | | | | | | | November 3, 2024 08:23 PM ...

更多资料加入知识星球：水木调研纪要 关注公众号：水木纪要 更多一手调研纪要和海外投行报告加V：shuinu9870 04 Nov 2024 16:00:00 ET │ 11 pages US Oil & Gas Services and Exploration & Production Updated E&P and OFS Comp Tables; Recent Industry News 更多一手调研纪要和海外投行报告加V：shuinu9870 See below for recent earnings reviews, comp tables for both the E&P and OFS sectors, as well as recent industry news flow. GTLS — 3q24 earnings highlight (link) CTRA — 3q24 earnings highlight (link) WHD — 3q24 earnings highlight (link) RIG — 3q24 earnings highlight (link) AESI — 3q24 ...

Welcome to the Greenbrier Company's third quarter of fiscal 2024 earnings conference call. Following today's presentation, we will conduct a question and answer session. Each analyst should limit themselves to one question with a follow-up if needed. Until that time, all lines will be in a listen-only mode. At the request of the Greenbrier Company, this conference call is being recorded for instant replay purposes. At this time, I'd like to turn the floor over to Mr. Justin Roberts, Vice President and Treas ...